JFS Wealth Advisors’s BrightSpring Health Services BTSG Stock Holding History

JFS Wealth Advisors’s Portfolio BTSG Stock Details BTSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.49K	Buy	93 +26	+39%	+$1.44K	﹤0.01%	1178
2026 Q1	$2.85K	Buy	67 +9	+16%	+$363	﹤0.01%	1405
2025 Q4	$2.17K	Buy	58 +35	+152%	+$1.17K	﹤0.01%	1522
2025 Q3	$680	Buy	+23	New	+$535	﹤0.01%	1702

Other funds holding BTSG

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

JFS Wealth Advisors's BTSG Position: Q2 2026 in Review

JFS Wealth Advisors increased its BrightSpring Health Services (BTSG) stake by 39% in Q2 2026, buying an estimated $1.44K and bringing the position to 93 shares worth $6.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

JFS Wealth Advisors first reported a position in BTSG in Q3 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

JFS Wealth Advisors held 93 shares of BrightSpring Health Services worth $6.49K as of Q2 2026.
JFS Wealth Advisors bought 26 BrightSpring Health Services shares in Q2 2026, an estimated $1.44K.
BrightSpring Health Services made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1178 holding.
JFS Wealth Advisors first reported a position in BrightSpring Health Services in Q3 2025 and has held it in 4 quarters since.
33 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.